According to Lokesh Manik, a senior analyst at Vallum Capital, global AI trade is attracting capital worldwide, and in India, given the absence of listed AI companies, the power sector has become a natural beneficiary. Besides, with summer setting in early and manufacturing reviving, market participants expect peak power demand to rise, improving utilization levels….
Foreign Portfolio Investors (FPIs) sold Indian Information Technology (IT) stocks worth nearly ₹17,000 crore in February amid rising concerns about potential disruption from artificial intelligence (AI) in the sector. The Nifty IT index declined nearly 20% during the month. The sharp sell-off in IT stocks came even as overall foreign portfolio investment flows into the…
With some relief, the Indian market was expected to digest optimism to sign an intermediate trade deal with the US, however, the clampdown by the US Supreme Court has brought a new set of uncertainty to the global market. Firstly, the US has reset the tariff to a universal 15%, diluting India’s expected relative advantage…
Foreign Portfolio Investors (FPIs) turned net buyers in the Indian stock market in February, snapping a three-month streak of outflows, and recording their highest monthly inflows in the past sixteen months. However, despite the return of foreign inflows, benchmark indices — the BSE Sensex and the NSE Nifty 50 — ended the month marginally lower….
The latest trade deal announcement between India and the US has set an interim framework for reciprocal trade alignment, marking a significant milestone in India–US bilateral relations. The deal aims to enhance market access, reduce tariffs, and foster economic cooperation for both partners amid global supply chain realignments. The policy addresses longstanding trade imbalances, with…
Indian stock market: Indian indices – Sensex and Nifty – witnessed sharp declines on Friday, February 13, pressured by weak global cues and rising concerns over artificial intelligence and its potential impact on the global economy. The Sensex plunged 1,048 points, or 1.25%, to close at 82,626.76, while the Nifty 50 fell 336 points, or…
—Alexandre Dumas, The Count of Monte Cristo Sunny days, fresh winds and quiet signs of life mark the onset of spring. Dalal Street was witnessing such a weather last week, until a storm barrelling across the global IT sector darkened the horizons again. However, those who have weathered many such storms attest that the weather,…
India-US trade deal: Foreign institutional investors (FIIs) made a strong comeback to Dalal Street on Tuesday, with their biggest single-day buying since October 28, 2025, as the finalization of the much-awaited India–US trade deal boosted investor confidence. According to the data available on NSDL, FIIs bought shares worth ₹5,426 crore and domestic institutional investors (DIIs)…
India-US trade deal: The Indian stock market welcomed the much-awaited India-US trade deal on Tuesday, February 3, as investors are viewing the much-awaited trade agreement not only as a meaningful catalyst for equities and export-oriented sectors, but also as a potential trigger for reviving foreign investor inflows. Foreign institutional investors (FIIs) have relentlessly sold Indian…
India US trade deal: After the announcement of India-US trade deal on Tuesday, the Indian rupee showed such strength which was not seen for the last several years. The rupee strengthened by 1.36% to close at 90.26 against the dollar. This is considered to be the biggest single-day strengthening of the rupee since December 2018….
